Clients and the portal
Invite your client to the portal
Open the project's Client tab (Owner on commercial projects), click Invite, and enter your client's name and email. They get an email with a link to follow the job. Clients don't take a seat, and the link lasts 14 days.
- Open the project and choose the Client tab (Owner on commercial projects).
- Under Who can see this, click Invite.
- Enter their Name and Email. They sign in with this email, so use the one they check.
- Click Invite. You can also use Copy invite link to send it yourself, by text for example.
Office and up can invite clients. Each invite is for one project. Your client sees the schedule, the approvals you ask for and the project conversation, not prices, internal comments or your team. See What your client sees.
If the link expired or got lost
Open the … menu next to their name and choose Send a new invite.
Remove a client
Open the … menu next to their name and choose Remove access. They lose access right away, but their messages and approvals stay on the project. To undo it, open Removed and click Give access again.
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Related articles
- What your client seesYour client sees their own project's progress, task names, dates and status, the approvals you ask for, and messages and comments you share with them. They never see prices, internal comments, your team or other projects. Invoices reach them only through their own payment link.
- Your builder invited you: how to joinOpen the invite email from your builder and click the link. Choose Create my login if you're new, or I already have one, and use the email address the invite was sent to. Your project then shows under Your projects.
- Invite your architect or designer to a projectOpen the project's Documents tab and, under Outside designers, click Invite. Enter their name and email and click Send invite. They can upload drawings and renderings, post new versions and attach them to the project's tasks, but never see prices, comments, your team or other projects. They don't take a seat.
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